YIANNI PAPADOKONSTADAKIS
San Jose
Summary
Dynamic financial representative with a proven track record at Northwestern Mutual, adept at cultivating client relationships and developing tailored financial plans. Demonstrated leadership and strategic thinking in managing teams and optimizing budgets, while leveraging CRM expertise to enhance client engagement and satisfaction. Committed to delivering exceptional results in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Financial Representative
Northwestern Mutual
02.2025 - Current
- Cultivated relationships with potential and current clients to understand unique financial goals.
- Developed comprehensive financial plans tailored to individual client objectives.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Identified and evaluated customer needs for financial products and services.
- Assisted clients in understanding complex investment concepts and terminology.
- Maintained up-to-date knowledge of industry trends and regulations.
Assistant Manager
Nick the Greek
08.2017 - 12.2024
- Executed biweekly food and supply orders while adhering to weekly cost projections.
- Developed techniques to stabilize financial costs during inventory management.
- Created schedules for front-of-house and kitchen staff based on demand forecasts.
- Monitored daily projections to adjust staffing levels according to anticipated busyness.
- Handled large catering orders and addressed customer complaints in person and via phone.
Graduate Assistant
Santa Clara University Athletic Department
08.2022 - 06.2024
- Managed 50 student workers during athletic events, ensuring efficient task allocation and execution.
- Managed multiple tasks simultaneously while meeting deadlines under pressure.
- Coordinated with coaches and staff to maintain optimal staffing levels for each event.
- Oversaw transportation logistics, arranging airport pickups for teams with appropriate staffing.
- Communicated with custodial staff to guarantee timely cleaning of facilities post-events.
- Developed financial reports for each sport to monitor budget adherence and spending efficiency.
- Analyzed team budgets to identify areas of overspending and optimize fund distribution.
- Ensured proper staffing and facility management to enhance event operations.
- Created comprehensive reports to support effective financial planning for athletic teams.
Education
MBA - Finance
Santa Clara University
06-2024
Bachelor of Science - Business Management, Finance and Sports Business, Economics
University of Oregon
06-2022
Skills
- Leadership and team oversight
- Conflict resolution
- Effective communication
- Strategic thinking
- SAP proficiency
- CRM expertise
Timeline
Financial Representative
Northwestern Mutual
02.2025 - Current
Graduate Assistant
Santa Clara University Athletic Department
08.2022 - 06.2024
Assistant Manager
Nick the Greek
08.2017 - 12.2024
MBA - Finance
Santa Clara University
Bachelor of Science - Business Management, Finance and Sports Business, Economics
University of Oregon
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